GIA

GHP Investment Advisors Portfolio holdings

AUM $2.38B
1-Year Est. Return 15.23%
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$3.06M
3
+$2.37M
4
WSO icon
Watsco Inc
WSO
+$2.13M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$1.53M

Top Sells

1
+$6.16M
2
+$5.31M
3
+$2.53M
4
CLX icon
Clorox
CLX
+$1.64M
5
DIM icon
WisdomTree International MidCap Dividend Fund
DIM
+$1.38M

Sector Composition

1 Technology 19.88%
2 Industrials 13.82%
3 Financials 11.13%
4 Healthcare 9.17%
5 Consumer Staples 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4K ﹤0.01%
135
802
$4K ﹤0.01%
+204
803
$4K ﹤0.01%
970
804
$3K ﹤0.01%
117
805
$3K ﹤0.01%
+86
806
$3K ﹤0.01%
204
807
$3K ﹤0.01%
+116
808
$3K ﹤0.01%
+60
809
$3K ﹤0.01%
550
810
$3K ﹤0.01%
170
-326
811
$3K ﹤0.01%
100
812
$3K ﹤0.01%
1,170
813
$3K ﹤0.01%
+182
814
$3K ﹤0.01%
500
815
$3K ﹤0.01%
+147
816
$3K ﹤0.01%
110
817
$3K ﹤0.01%
72
818
$3K ﹤0.01%
343
+6
819
$3K ﹤0.01%
+77
820
$2K ﹤0.01%
8
-10
821
$2K ﹤0.01%
60
822
$2K ﹤0.01%
100
823
$2K ﹤0.01%
100
824
$2K ﹤0.01%
77
825
$2K ﹤0.01%
+133
31 32
33
34 35